Smithbridge Asset Management’s Lifestance Health LFST Stock Holding History

Smithbridge Asset Management’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$784K	Sell	65,142 -19,400	-23%	-$229K	0.11%	108
2026 Q2	$905K	Hold	84,542	–	–	0.12%	112
2026 Q1	$539K	Sell	84,542 -84,542	-50%	-$588K	0.08%	126
2025 Q4	$1.19M	Buy	169,084 +84,542	+100%	+$510K	0.1%	98
2025 Q3	$465K	Hold	84,542	–	–	0.07%	121
2025 Q2	$437K	Hold	84,542	–	–	0.08%	102
2025 Q1	$563K	Buy	+84,542	New	+$643K	0.1%	103
2024 Q3	$592K	Hold	84,542	–	–	0.1%	113
2024 Q2	$415K	Hold	84,542	–	–	0.09%	118
2024 Q1	$522K	Hold	84,542	–	–	0.11%	109
2023 Q4	$662K	Hold	84,542	–	–	0.15%	103
2023 Q3	$581K	Hold	84,542	–	–	0.14%	107
2023 Q2	$772K	Sell	84,542 -61,653	-42%	-$512K	0.18%	97
2023 Q1	$1.09M	Hold	146,195	–	–	0.27%	78
2022 Q4	$722K	Hold	146,195	–	–	0.19%	97
2022 Q3	$968K	Buy	+146,195	New	+$1.02M	0.4%	65

Other funds holding LFST

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Smithbridge Asset Management's LFST Position: Q3 2026 in Review

Smithbridge Asset Management reduced its Lifestance Health (LFST) stake by 23% in Q3 2026, selling an estimated $229K and leaving 65,142 shares worth $784K. The position accounts for 0.11% of the portfolio, ranked #108.

Smithbridge Asset Management first reported a position in LFST in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q4 2025. 46 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

Smithbridge Asset Management held 65,142 shares of Lifestance Health worth $784K as of Q3 2026.
Smithbridge Asset Management sold 19,400 Lifestance Health shares in Q3 2026, an estimated $229K.
Lifestance Health made up 0.11% of Smithbridge Asset Management's portfolio in Q3 2026, its #108 holding.
Smithbridge Asset Management first reported a position in Lifestance Health in Q3 2022 and has held it in 16 quarters since.
Smithbridge Asset Management's Lifestance Health position peaked at $1.19M in Q4 2025.
46 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.